How big is Retallick Financial Group Inc.'s plan?

Retallick Financial Group Inc.'s plan reported $229K in assets for 2024.

Original filing (PDF)20250729093955NAL0004347472001

Retallick Financial Group Inc.

Name: Retallick Financial Group Inc. — Retallick Financial, Form 5500 (2024)
Creator: Retallick Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retallick Financial Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Retallick Financial Group Inc.'s Retallick Financial Group Inc. 401(k) Profit Sharing Plan & Trust reported $229K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

People on this filing

Edward Rojas signed Retallick Financial Group Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Retallick Financial Group Inc.'s EIN is 47-3876690.

EIN 47-3876690

Plan number 001

Plan year 2024

ACK ID 20250729093955NAL0004347472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retallick Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retallick Financial Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETALLICK FINANCIAL GROUP INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score